He's probably trying to sell you insurance products - from life, critical illness and other insurance products. But this company from its website appears to offer many more services, including RRSP, RESP, etc. But very likely this is a cold call from insurance agents to sell you insurance products.
Everyone's financial situation is different and it is always a good idea to understand your needs/requirements before purchasing any financial products. It is important to understand what roles these products play in your financial plan.
One saying is worth noting: "Insurance is sold, not bought" is a well known saying. So do take the time to understand where your needs are and how these financial products work and meet your needs. It is all about meeting your needs and making your money work the way you and your family intend.
If you do decide to sit down and meet, let us know how things go?
